How to Find a Good Financial Advisor for Women in 2025: 3 Key Considerations

by elizabeth | Feb 2, 2025 | Women & Money

As we start another year, it’s important to recognize that although we have a long way to go to make financial advice and decision-making more accessible for women, we’ve made quite a few strides in that area in the first quarter of a century. In part due to some...

January 2025

by elizabeth | Jan 28, 2025 | Insight Series

Putting Our Advisors on the Hot Seat with Liz Hand, CFP®, ACC This month, we’re unveiling some exciting news related to a new format for The Insight Series. Our goal is to continue shaping this client-exclusive event so that you get the most out of it. We’ll...

Four Retirement Planning Considerations if You’re Self-Employed

by elizabeth | Jan 2, 2025 | Retirement

Our lives have changed in innumerable ways since 2020, and one of the biggest impacts was how and where we work. This paradigm shift in how we conceptualize work has created more opportunities, leading to possibilities that many of us wouldn’t have considered before...

December 2024

by elizabeth | Dec 23, 2024 | Insight Series

Confident Decisions with Clinton Miller, CFP® In our final Insight Series of 2024, the topic of conversation centers around organized estates as part of the quarterly installment of Confident Decisions with Clinton Miller, CFP®. We know that when our brain feels more...